Dashboard Overview

Overview

The Dashboard is your central command center in OutreachBox. It provides a comprehensive overview of your marketing activities, campaigns, agents, and key metrics at a glance.

Features

Real-time statistics and metrics
Campaign performance overview
Activity tracking
Quick access to key features
Visual charts and graphs
Todo list and notes

Dashboard Sections

Statistics Cards

The dashboard displays key metrics in easy-to-read cards:

Influencer Campaigns: Active influencer campaigns and total count
SEO Campaigns: Active SEO campaigns and total count
Sales Campaigns: Active sales campaigns and total count
Total Agents: Number of AI agents and active agents

Each card is clickable and will navigate you to the relevant section.

Campaign Performance Chart

A bar chart showing:

Average prospects found by search type
Performance comparison across different campaign types
Visual representation of campaign effectiveness

Weekly Activity Chart

A line chart displaying:

Prospects found over the last 7 days
Campaigns created over the last 7 days
Trend analysis for planning

Contact Status Updates

A detailed breakdown of contact statuses:

Contacts: Status distribution (active, unsubscribed, bounced, etc.)
Prospects: Prospect status updates
Influencers: Influencer status updates

Todo List

Create and manage tasks
Track important to-dos
Stay organized with your daily activities

Notes

Quick note-taking functionality
Important reminders and information
Easy access to your notes

Recent Activity

A chronological list of recent activities:

Recent campaigns (with status indicators)
Recent agents (with status indicators)
Timestamps showing when activities occurred
Quick navigation to activity details

Using the Dashboard

Viewing Statistics

Statistics are automatically loaded when you visit the dashboard
Click any statistic card to navigate to the detailed view
Hover over charts for detailed information

Understanding Charts

Bar Charts: Show comparisons between different categories
Line Charts: Display trends over time
Color Coding:
Green: Completed/Successful
Yellow: Active/In Progress
Red: Failed/Issues
Blue: Planning/Draft

Managing Todos

Use the Todo List widget on the dashboard
Add new tasks as needed
Mark tasks as complete when finished
Remove completed tasks

Taking Notes

Use the Notes widget on the dashboard
Add quick notes and reminders
Edit or delete notes as needed

Dashboard Data

The dashboard automatically refreshes data using:

Cache-first strategy: Fast loading with cached data
Network updates: Fresh data fetched in the background
Real-time updates: Some data updates in real-time via subscriptions

Customization

Currently, the dashboard layout is standardized. Future updates may include:

Customizable widget placement
Personal dashboard layouts
Custom date ranges for charts

Troubleshooting

Data Not Loading

Refresh the page
Check your internet connection
Clear browser cache if issues persist
Contact support if problems continue

Charts Not Displaying

Ensure JavaScript is enabled
Check browser console for errors
Try a different browser
Clear browser cache

Missing Data

Some sections may show "No data" if you haven't created any items yet
Create your first campaign, agent, or contact to see data
Data appears as you use the application

Best Practices

Check Daily: Review your dashboard daily to stay on top of activities
Monitor Metrics: Keep an eye on key performance indicators
Use Todos: Keep track of important tasks
Review Activity: Check recent activity to understand what's happening
Navigate Quickly: Use dashboard cards to quickly access features

Related Features

The dashboard updates automatically. Refresh the page if you need to see the latest data.